401(k) · DOL Form 5500 · 2024
Forvis Mazars, LLP 401(k) Plan
Data updated 2026-08-11
- $955M
- Total assets
- 2,847
- Participants
- 98th
- Percentile by assets
- $335,317
- Avg per participant
Official DOL plan name: Forvis Mazars, LLP Employees' Savings Plan I · Sponsored by Forvis Mazars, LLP · Missouri · Professional & Technical Services
$955M in assets, 2,847 participants
Forvis Mazars, LLP's Forvis Mazars, LLP Employees' Savings Plan I reported $955M in total assets and 2,847 participants in its 2024 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 98th percentile by assets (of 123,622 plans)
- #19,956 in Professional & Technical Services (20,173 peers)
Coverage in Missouri
Forvis Mazars, LLP Employees' Savings Plan I covers 2,847 participants in Missouri, 3.9x the typical Missouri plan (state average ~737 per filing). Assets: $955M.
- $955M
- total plan assets (2024 EOY)
- 2,847
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $335,317
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Forvis Mazars, LLP Employees' Savings Plan I end-of-year assets rose from $784M in the plan year 2023 filing to $955M in the plan year 2024 filing.
- Forvis Mazars, LLP Employees' Savings Plan I reported net income rose from $151M in the plan year 2023 filing to $171M in the plan year 2024 filing.
- Forvis Mazars, LLP Employees' Savings Plan I reported participants fell from 3,272 in the plan year 2023 filing to 2,847 in the plan year 2024 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Forvis Mazars, LLP Employees' Savings Plan I reports 2,847 participants - 3.9x that state average ($955M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $784M |
|---|---|
| Net Assets (End of Year) | $955M |
| Net Income | $171M |
| Employer EIN | 440160260 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forvis Mazars, LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,349 | $1.3B |
| 2023 | 3 | 6,765 | $1.5B |
| 2024 | 2 | 5,798 | $1.8B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Forvis Mazars, LLP Employees' Savings Plan I vs. nearby 401(k) plans in Missouri, assets vs. participants
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Forvis Mazars, LLP Employees' Savings Plan I by total assets, not by location.
- Amedisys Holding, LLC 401(k) Plan (LA) $955M · 18,862
- Genworth Financial Inc. Retirement and Savings Plan (VA) $956M · 2,584
- Adidas 401(k) Savings and Retirement Plan (OR) $956M · 8,463
- Howmet Aerospace Hourly Retirement Savings Plan (PA) $952M · 10,022
Frequently Asked Questions
How did Forvis Mazars, LLP Employees' Savings Plan I assets move in 2024? ▼
How have Forvis Mazars, LLP plan assets changed over time? ▼
Where does Forvis Mazars, LLP Employees' Savings Plan I rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Forvis Mazars, LLP Employees' Savings Plan I's numbers.
- By total assets, Forvis Mazars, LLP Employees' Savings Plan I ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Forvis Mazars, LLP's sponsor-wide assets have grown 46.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans